| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,104 | $17,933.92 | $21,792.96 | $3,859.04 | 21.52% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 362,535 | $5.17M | $7.24M | $2.07M | 40.14% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 534 | $7,278.42 | $10,669.32 | $3,390.9 | 46.59% |
David Kronour Kapstone Financial Advisors LLC | 11,217 | $164,157.92 | $222,377.02 | $58,219.1 | 35.47% |
Alexandra Stickelman Root Financial Partners, LLC | 140 | $2,278 | $2,769.9 | $491.9 | 21.59% |
Annmarie Young KPP Advisory Services LLC | 24,591 | $337,035.4 | $484,565.65 | $147,530.25 | 43.77% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 175 | $2,733.21 | $3,526.25 | $793.04 | 29.01% |
| PS Paula Spurgeon BankPlus Trust Department | 2,134 | $27,998 | $41,954.44 | $13,956.44 | 49.85% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 1,674 | $27,233 | $33,011.28 | $5,778.28 | 21.22% |
Nicole Reese WPG Advisers LLC | 945 | $13,762.75 | $18,748.8 | $4,986.05 | 36.23% |
William F. Blake PMG Family Office LLC | 23,061 | $358,063.34 | $464,679.15 | $106,615.81 | 29.78% |